Wong: Long-term biotech investing struggles within non-specialized firms
Rod Wong · Rod Wong – Empty Rooms: Innovation in Biotech at RTW (Capital Allocators, EP. 310) · Apr 24, 2023 · at 9:51
Rod Wong, founder of RTW Investments and former portfolio manager at Davidson Kempner, discusses the structural friction between multi-strategy funds and life sciences investing.
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“I mean, honestly, I think biotech, especially the way we, that I've always done it, which is longer term oriented, is difficult to fit in any larger firm that's not focused only on healthcare.”
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